Hello Community Leaders,
Can anyone please recommend a solution to find and merge duplicate accounts and contacts in CRM?
I have already tried native duplicate detection functionality in CRM. Unfortunately, it is not smart enough to detect duplicates in certain scenarios. For example: Multiple accounts created under account name - "Gatwick Airport" and "London Gatwick Airport"
Additionally, the native merge function only allows you to merge only two duplicates at a time. Therefore, making it difficult if you are dealing with a large data set with more than 2 potential duplicates.
Any help or suggestions on above topic will be highly appreciated.
Thanks in advance.
Amit
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In Duplicates settings you have 3 choices for Account name
- exact name
- First X Characters
- Last X Characters
I had same issue when i import large number of Leads and have duplicates
If i'm not mistaken you have account number that is unique for this duplicates?
You can go in MS SQL for this CRM and write new query
SELECT AccountNumber, COUNT(AccountNumber)
FROM dbo.AccountBase
GROUP BY AccountNumber
HAVING COUNT(AccountNumber) > 1
and then you can make changes for this rows when you have AccountNumber
Hope this helps
Hi,
I had a similar requirement - what I did in the past was create a Console Application that connects to Dynamics 365.
My Console App retrieved all the Accounts which had potential duplicates based on certain criteria, I would select the one that was most recently created and I would take the rest and merge them with the master record programmatically.
I know it may seem a bit a long way, but I did it custom way giving me control of what all to detect and what to do with them.
I'm not sure if you're comfortable with Plugins/Console Application approach.
Hope this helps.
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